AW
Avion Wealth’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
693
-137
| -17% | -$43.7K | 0.05% | 86 |
|
|
2025
Q1 | $246K | Hold |
830
| – | – | 0.06% | 70 |
|
|
2024
Q4 | $246K | Buy |
830
+156
| +23% | +$46.2K | 0.06% | 70 |
|
|
2024
Q3 | $182K | Buy |
674
+7
| +1% | +$1.89K | 0.05% | 84 |
|
|
2024
Q2 | $154K | Buy |
667
+12
| +2% | +$2.77K | 0.04% | 85 |
|
|
2024
Q1 | $150K | Buy |
655
+4
| +0.6% | +$916 | 0.04% | 86 |
|
|
2023
Q4 | $122K | Sell |
651
-93
| -13% | -$17.4K | 0.03% | 98 |
|
|
2023
Q3 | $110K | Buy |
744
+106
| +17% | +$15.7K | 0.03% | 97 |
|
|
2023
Q2 | $111K | Buy |
638
+20
| +3% | +$3.48K | 0.03% | 106 |
|
|
2023
Q1 | $91K | Sell |
618
-69
| -10% | -$10.2K | 0.02% | 106 |
|
|
2022
Q4 | $92K | Hold |
687
| – | – | 0.03% | 105 |
|
|
2022
Q3 | $93K | Hold |
687
| – | – | 0.03% | 105 |
|
|
2022
Q2 | $95K | Hold |
687
| – | – | 0.03% | 95 |
|
|
2022
Q1 | $128K | Hold |
687
| – | – | 0.04% | 76 |
|
|
2021
Q4 | $112K | Hold |
687
| – | – | 0.03% | 77 |
|
|
2021
Q3 | $115K | Hold |
687
| – | – | 0.03% | 70 |
|
|
2021
Q2 | $114K | Sell |
687
-200
| -23% | -$33.2K | 0.03% | 70 |
|
|
2021
Q1 | $125K | Hold |
887
| – | – | 0.04% | 61 |
|
|
2020
Q4 | $107K | Sell |
887
-300
| -25% | -$36.2K | 0.03% | 65 |
|
|
2020
Q3 | $119K | Buy |
1,187
+200
| +20% | +$20.1K | 0.04% | 53 |
|
|
2020
Q2 | $94K | Buy |
987
+100
| +11% | +$9.52K | 0.03% | 59 |
|
|
2020
Q1 | $76K | Sell |
887
-781
| -47% | -$66.9K | 0.03% | 64 |
|
|
2019
Q4 | $208K | Buy |
+1,668
| New | +$208K | 0.19% | 45 |
|